CFSG
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Community Financial Services Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Community Financial Services Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Hold
6,231
– – 0.28% 61
2026
Q1 		$1.62M Buy
6,231
+643
+12% +$176K 0.29% 58
2025
Q4 		$1.56M Sell
5,588
-111
-2% -$31.8K 0.29% 59
2025
Q3 		$1.67M Sell
5,699
-60
-1% -$17.3K 0.31% 60
2025
Q2 		$1.64M Sell
5,759
-1,108
-16% -$286K 0.33% 60
2025
Q1 		$1.68M Sell
6,867
-166
-2% -$43.2K 0.36% 59
2024
Q4 		$1.78M Sell
7,033
-136
-2% -$35K 0.35% 64
2024
Q3 		$1.75M Sell
7,169
-170
-2% -$39.6K 0.36% 68
2024
Q2 		$1.68M Sell
7,339
-301
-4% -$69K 0.36% 69
2024
Q1 		$1.8M Buy
+7,640
New +$1.71M 0.41% 68
2023
Q3 		$1.58M Buy
+8,118
New +$1.66M 0.4% 44
2021
Q4 		$2.71M Sell
10,661
-26
-0.2% -$6.55K 0.68% 38
2021
Q3 		$2.53M Sell
10,687
-1,883
-15% -$456K 0.69% 39
2021
Q2 		$2.97M Sell
12,570
-8,315
-40% -$1.86M 0.83% 34
2021
Q1 		$4.48M Sell
20,885
-2,237
-10% -$485K 1.33% 24
2020
Q4 		$4.9M Sell
23,122
-1,531
-6% -$302K 1.54% 26
2020
Q3 		$4.44M Sell
24,653
-8,775
-26% -$1.55M 1.64% 23
2020
Q2 		$5.52M Sell
33,428
-74,679
-69% -$11.3M 2.1% 20
2020
Q1 		$13.7M Buy
108,107
+1,692
+2% +$257K 4.67% 3
2019
Q4 		$16.9M Buy
106,415
+841
+0.8% +$128K 4.39% 3
2019
Q3 		$15.6M Buy
105,574
+2,320
+2% +$348K 4.52% 4
2019
Q2 		$15.4M Buy
103,254
+871
+0.9% +$127K 5.27% 3
2019
Q1 		$14.6M Buy
102,383
+619
+0.6% +$83.3K 4.98% 3
2018
Q4 		$12.2M Buy
101,764
+4,179
+4% +$537K 4.62% 4
2018
Q3 		$13.9M Buy
97,585
+861
+0.9% +$121K 4.74% 4
2018
Q2 		$13M Buy
96,724
+25,017
+35% +$3.32M 4.65% 2
2018
Q1 		$9.29M Buy
71,707
+50
+0.1% +$6.57K 3.65% 6
2017
Q4 		$9.15M Buy
71,657
+589
+0.8% +$73.9K 3.55% 6
2017
Q3 		$8.65M Buy
71,068
+484
+0.7% +$57.7K 3.54% 5
2017
Q2 		$8.31M Sell
70,584
-1,871
-3% -$217K 3.65% 4
2017
Q1 		$8.18M Sell
72,455
-120
-0.2% -$13.3K 3.68% 4
2016
Q4 		$7.67M Sell
72,575
-481
-0.7% -$50.5K 3.62% 6
2016
Q3 		$7.77M Buy
73,056
+620
+0.9% +$65.6K 3.67% 2
2016
Q2 		$7.38M Sell
72,436
-606
-0.8% -$61.2K 3.64% 3
2016
Q1 		$7.32M Buy
73,042
+3,932
+6% +$367K 3.59% 4
2015
Q4 		$6.89M Buy
69,110
+22
+0% +$2.23K 3.38% 7
2015
Q3 		$6.72M Buy
69,088
+1,740
+3% +$182K 3.34% 3
2015
Q2 		$7.18M Buy
67,348
+1,294
+2% +$140K 3.42% 3
2015
Q1 		$7.13M Buy
66,054
+2,348
+4% +$245K 3.35% 4
2014
Q4 		$6.47M Buy
63,706
+1,259
+2% +$124K 2.98% 6
2014
Q3 		$6.01M Sell
62,447
-447
-0.7% -$43.3K 2.97% 7
2014
Q2 		$6.06M Buy
62,894
+1,405
+2% +$130K 3% 3
2014
Q1 		$5.7M Sell
61,489
-300
-0.5% -$27.4K 2.81% 6
2013
Q4 		$5.58M Sell
61,789
-953
-2% -$83.2K 3.02% 6
2013
Q3 		$5.35M Buy
62,742
+1,780
+3% +$147K 2.98% 4
2013
Q2 		$4.76M Buy
+60,962
New +$4.75M 2.83% 7

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Community Financial Services Group's VOT Position: Q2 2026 in Review

Community Financial Services Group held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 6,231 shares worth $1.89M. The position accounts for 0.28% of the portfolio, ranked #61.

Community Financial Services Group first reported a position in VOT in Q2 2013 and has held it in 46 quarters since. The position peaked at $16.9M in Q4 2019. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Community Financial Services Group held 6,231 shares of Vanguard Mid-Cap Growth ETF worth $1.89M as of Q2 2026.
  • Community Financial Services Group left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.28% of Community Financial Services Group's portfolio in Q2 2026, its #61 holding.
  • Community Financial Services Group first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 46 quarters since.
  • Community Financial Services Group's Vanguard Mid-Cap Growth ETF position peaked at $16.9M in Q4 2019.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.